Ranch Capital Advisors’s W.P. Carey WPC Stock Holding History

Ranch Capital Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-204	Closed	-$15K	–	604
2021 Q3	$15K	Hold	204	–	–	0.01%	415
2021 Q2	$14K	Hold	204	–	–	0.01%	584
2021 Q1	$14K	Hold	204	–	–	0.01%	566
2020 Q4	$14K	Hold	204	–	–	0.01%	569
2020 Q3	$13K	Hold	204	–	–	0.01%	574
2020 Q2	$14K	Hold	204	–	–	0.01%	571
2020 Q1	$11K	Sell	204 -204	-50%	-$15.5K	0.01%	574
2019 Q4	$32K	Buy	+408	New	+$34.2K	0.03%	413

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ranch Capital Advisors's WPC Position: Q4 2021 in Review

Ranch Capital Advisors sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 204 shares — an estimated $15K sold.

Ranch Capital Advisors first reported a position in WPC in Q4 2019 and held it in 8 quarters. The position peaked at $32K in Q4 2019. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Ranch Capital Advisors reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 204 W.P. Carey shares in Q4 2021, an estimated $15K.
Ranch Capital Advisors first reported a position in W.P. Carey in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's W.P. Carey position peaked at $32K in Q4 2019.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.